AMP Capital is a leading investment house, with A$160.4 billion in funds under management (as at June 2016). We have a heritage and strength in real estate and infrastructure, and specialist expertise in fixed income, equities and multi-asset solutions. Our experience and leadership across asset classes not only provides insights into ever-changing markets, but also means we are at the forefront of developing contemporary investment solutions for clients.
Challenger Limited is an ASX 100-listed investment management firm. Established in 1985, Challenger now manages $60 billion in assets and is committed to providing customers with financial security for retirement. Challenger operates two core businesses, an APRA-regulated life division and a funds-management division. Challenger Life Company Limited is Australia’s largest provider of annuities, managing about $13.2 billion in related assets. The company focuses on predictable income and capital risk management. It has won the Association of Financial Advisers/Plan for Life Annuity Provider of the Year for the past eight years and the Income Stream Innovation award for the past four years. Challenger’s funds management division comprises Fidante Partners and the Challenger Investment Partners (CIP) business. Fidante works with boutique investment managers to offer a range of investment strategies across a variety of asset classes. Its skills in strategy development and distribution, combined with deep experience of growing best-in-class, specialist asset management firms, enables talented asset management teams to focus on what they do best – managing investment portfolios. CIP is a relative value investor, accessing opportunities globally across real estate and fixed income on behalf of institutional investors, including Challenger Life.
With more than 2000 people worldwide and a presence in 19 countries, Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investments across equities, fixed interest, multi-asset and alternative strategies. The group manages A$613 billion on behalf of individuals and institutional clients. Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP), a leading US-based financial services provider with a 120-year history. As part of Ameriprise, we are supported by a large and well-capitalised diversified financial services firm.
CTI’s assets under management includes the combined totals of the Columbia and Threadneedle group of companies as at September 30, 2016.
Legg Mason is one of the world’s largest asset managers, with a history that dates back to 1899. The firm is listed on the New York Stock Exchange and employs about 3100 employees in 30 offices worldwide. Legg Mason offers a large number of investment solutions covering a range of asset classes, including Australian equities, global equities, emerging markets, fixed income, real assets, income, alternatives and multi-asset products. One of Legg Mason’s most distinguishing characteristics is its multi-affiliate model. The firm provides a global platform and centralised business and distribution support for its nine affiliated fund managers, which include: Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, EntrustPermal, Martin Currie Australia, RARE Infrastructure (in addition to its own domestic distribution), Royce & Associates, QS Investors and Western Asset. Each affiliate operates independently under its own brand and investment process, and is considered an industry expert in its asset class.
Milliman has stood at the forefront of the actuarial consulting profession practically since its beginning. In the late ’40s, renowned actuary and insurance industry veteran Wendell Milliman launched the first such consultancy in the Pacific Northwest. He was later joined by a brilliant young actuary named Stuart A. Robertson, and together they established Milliman & Robertson, Inc., which quickly developed into one of the nation’s most influential actuarial consulting firms. Early on, Milliman and Robertson created and nurtured a unique corporate culture that placed a high value on the independence of its consultants from the distractions of outside ownership and from the bureaucratic impediments of more conventional business models. Independence, they believed, would promote groundbreaking and unbiased consulting work, which would attract clients looking for innovative solutions and unfettered professional advice. They also felt that such an unconventional and equitable working environment would help them recruit the best minds in the industry. Their experiment was a success and the firm’s reputation flourished. Through the years, this dynamic model has left Milliman uniquely positioned to both accommodate and influence change in the markets we serve. Always aligned with the needs of our clients, we have expanded our practice areas, introduced a number of critical non-actuarial services, developed industry-leading tools, and evolved into a seamlessly global organisation. Today, thanks to the vision of our founders and key contributions from succeeding generations of principals, Milliman remains a driving force in the industry we helped define more than 60 years ago. Milliman is one of the world’s largest actuarial and consulting firms. It offers clients the benefit of more than 60 years of thought leadership in the insurance and wealth-management industries. Our Australian practice combines that extensive knowledge base with a deep understanding of the specific challenges and emerging issues of our local market. Our team has strengths in both technical ability and business expertise. Because we are independent, our advice is always aligned with client objectives. We develop practical solutions customised to each client’s needs, employing the latest research and our innovative, proprietary tools.
We’re NAB. More than money. For more than 150 years, we’ve been helping our customers with their money. Today, we have more than 35,000 people serving 10 million customers at more than 800 locations in Australia, New Zealand and around the world. We have built our business on understanding our customers and supporting them; we aim to take the hard work out of banking. As Australia’s largest business bank, we work with small, medium and large businesses to help them start, run and grow. We fund some of the most important infrastructure in our communities – including schools, hospitals and roads – and we do it in a way that’s responsible, inclusive and innovative.We know that to be Australia and New Zealand’s most respected bank, we need to be good with money. And we need to be just as good with people, too.
Schroders is the largest independent active manager in Australia, having operated there since 1961. We manage more than $46.6 billion (as at December 31, 2016) for retail and institutional clients in active strategies across Australian and global equities, fixed income and multi-asset portfolios. Schroders in Australia is a wholly owned subsidiary of Schroders plc, a UK-listed global asset manager more than 200 years old. Across the world, Schroders manages A$636.6 billion (as at September 30, 2016) in active strategies across the major asset classes. Including Australia, Schroders operates from 37 offices in 27 countries across Africa, the Americas, the Asia-Pacific region, Europe and the Middle East.